Yes, in the CRM (Client Relationship Manager), you can enter someone you could potentially get business from as a lead. If that lead becomes a client, simply click on Convert To Client button on the lead's profile page. This is a valuable time saver as you only have to enter a person's information one time.
Can a lead be converted to a client? Print
Modified on: Tue, 12 Mar, 2019 at 8:01 AM
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